IRA, 401(k) & 403(b)

Rollovers

We can help you determine if a rollover is the right move for you, and we can help find the best vehicle to help conserve and grow your rollover assets.
When you change jobs or retire, there are five things you can generally do with the assets in any employer-sponsored retirement plan:
  1. Leave the money where it is.
  2. Take the cash (and pay income taxes and perhaps a 10 percent additional federal tax if you are younger than age 59½.
  3. Transfer the money to another employer plan (if the new plan allows).
  4. Roll the money over into a self-directed IRA.
  5. Roll the money over into a Roth IRA (if it makes sense for your tax planning?).
Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. a self-directed IRA puts you in more control of your retirement funds. Rolling over from a qualified plan to a Roth IRA allows your money to continue growing tax-deferred with future distributions in retirement being Tax-Free. We can help you determine if a rollover is the right move for you.
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How can we help you with your planning? What are Your Goals & Concerns?

STRATEGIES FOR

Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, call us at 559-230-1648 today! We are an independent financial services firm helping individuals create retirement and income strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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Will A Recession Rob Your

Retirement

A complimentary 20-minute Strategy Visit with Soutas Financial can help ensure you and your family are supported — even if the economy takes another dip.